New Republic Capital’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

New Republic Capital’s Portfolio PRFZ Stock Details PRFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.2K	Hold	470	–	–	0.01%	321
2026 Q1	$21.6K	Hold	470	–	–	0.01%	286
2025 Q4	$21.6K	Hold	470	–	–	0.01%	345
2025 Q3	$21.3K	Hold	470	–	–	0.01%	243
2025 Q2	$19.1K	Hold	470	–	–	0.01%	225
2025 Q1	$17.8K	Hold	470	–	–	0.01%	215
2024 Q4	$19.6K	Hold	470	–	–	0.01%	209
2024 Q3	$19.5K	Hold	470	–	–	0.01%	210
2024 Q2	$17.9K	Hold	470	–	–	0.01%	215
2024 Q1	$18.5K	Hold	470	–	–	0.01%	200
2023 Q4	$17.6K	Hold	470	–	–	0.01%	210
2023 Q3	$15.5K	Hold	470	–	–	0.01%	192
2023 Q2	$16.2K	Hold	470	–	–	0.01%	215
2023 Q1	$15.5K	Buy	+470	New	+$15.8K	0.01%	204

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

New Republic Capital's PRFZ Position: Q2 2026 in Review

New Republic Capital held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 470 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #321.

New Republic Capital first reported a position in PRFZ in Q1 2023 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

New Republic Capital held 470 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $26.2K as of Q2 2026.
New Republic Capital left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of New Republic Capital's portfolio in Q2 2026, its #321 holding.
New Republic Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2023 and has held it in 14 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.